Podcasts about referrals

Special Guest Mary Cravets To help focus their efforts, complete the quiz on my size at https://simplygetclients.com. This offers serious direction and tools, rather than just being a fluffy time-waster. Welcome to another episode of the Podcast Profits Unleashed! Today, I had the absolute pleasure of speaking with Mary Cravets, an expert who helps busy entrepreneurs and service-based professionals attract more clients and increase their income by 50% or more—without working nights and weekends. If you've ever felt like your business requires endless hustle, this episode is a must-listen. Mary shared her personal story of hitting extreme adrenal exhaustion just two years into her business, with only four hours of energy per week to work while providing half of her household income. From that place of desperation, she discovered the transformative question: “What's working?” By focusing only on what produced real results, she dropped 80% of the frantic marketing efforts and built a system that grew her business effortlessly. We dive deep into her practical strategies for simplifying client generation, including: identifying your top clients, tracking which marketing strategies actually bring results, and creating predictable referral systems. Mary emphasizes specificity—knowing exactly who your clients are, how to reach them, and what lead generation activities to prioritize. Some of the biggest takeaways I had from this episode: ✨ I don't need to do everything—only what works. ✨ Focusing on measurable results instead of “ego metrics” like likes or views creates real business growth. ✨ Referrals can be predictable when you build strategic “centers of influence” relationships. ✨ Having processes and systems in place allows me to detach from the outcome and keep my business running even during life's curveballs. ✨ A well-designed client generation system saves time, reduces stress, and increases income while preserving the freedom I want. Mary also shares a free introductory class she offers on building a client generation system—perfect for anyone ready to cut through the noise, stop spinning their wheels, and finally see real results. If you're ready to stop working harder and start working smarter, this episode is packed with actionable strategies to get more clients and grow your business without sacrificing your time or energy.

Frank Agin reviews the findings of two separate studies related to social class, past and present, and how that might impact the extent to which others perceive you as trustworthy. For more great insight on professional relationships and business networking contact Frank Agin at frankagin@amspirit.com.

Wondering how to get freelance clients without cold DMs, awkward pitches, or job board burnout? Welcome to Part 1 of our live event replay: 7 Ways to Land Clients. A panel of talented freelancers joins me to share the real strategies that helped them attract clients through warm leads, online directories, and word-of-mouth referrals.My guest speakers are Workgroup members who've mastered the art of visibility and positioning. They break down how they built trust, refined their messaging, and leveraged relationships to create steady, high-quality client pipelines.Katie Fisher shares how our Workgroup directory & a Kajabi certification led to multiple high-value projects and affiliate income.Robyn Stoney walks us through her 27x ROI warm lead strategy using personalized, short pitch emails that actually get replies.Stacy Covitz and Esai Arasi add insight into how to get freelance clients by nurturing relationships that lead to more referrals.Listen to learn more about:How to get freelance clients through specialized directoriesThe importance of positioning, proof, and why your marketing assets matterHow to combat the “trust recession” with testimonials, case studies, and portfoliosHow to turn a warm lead into a retainer clientHow to grow through referrals, community, and client resultsThis isn't theory — it's what's working right now for real freelancers inside our community. Listen in and get inspired to position yourself where the clients are already looking.FREE Live Masterclass: How to Build a Freelance Marketing Business You Actually LoveCalling all virtual assistants and marketing pros ready to stop doing random admin work and start offering strategic marketing services clients happily pay $35–$150/hour for. Join us for my free masterclass “How to Build a Freelance Marketing Business You Actually Love (And Pays Well)” on October 23.You'll learn how to package your strengths, position yourself like a pro, and finally step into work that lights you up. >>Save your seat here!Links Mentioned in the Show: The Unicorn Digital Marketing Assistant School isn't your average VA setup course. It's the only program that teaches the real marketing skills clients actually pay for—email, funnels, SEO, social media, even AI. In just 16 weeks, you'll go from “just a VA” to a confident digital marketing pro with a portfolio to prove it. Doors open October 23. Class starts October 30. Save your spot at udmaschool.com

As the year winds down, it's the perfect time for advisors to strengthen relationships and set the tone for a confident, connected start to the new year. In this episode, Libby shares how to craft a meaningful New Year's letter that not only reminds clients of your value but also builds excitement for what's ahead. Whether you've been sending these letters for years or you're starting fresh, this episode breaks down the “why” and “how” behind a powerful communication piece that can elevate your client experience.In this episode, you'll learn:Why a New Year's letter is a low-effort, high-impact addition to your client service modelHow to recap your value and highlight the behind-the-scenes work clients don't seeWhat to include to set expectations and generate excitement for the year aheadTips for choosing the right delivery method—snail mail, email, or video—to match your client baseHow to use this exercise to improve your impact score and follow through on your client service commitmentsWrapping up, Libby reminds advisors that a New Year's letter isn't just a nice touch—it's a strategic move that builds trust, reinforces your role as a proactive partner, and ensures your clients start the year feeling confident and cared for. Tune in to learn how to make this simple tool a powerful piece of your client experience system.---Listen to Episode 249 HERE!Check out the 37-Point Checklist HERE!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

More teens are saying they can't sleep because they're worried about the environment. Today, we're asking: How do we respond to climate anxiety without pathologizing it?  CME: Take the CME Post-Test for this EpisodePublished On: 10/20/2025Duration: 14 minutes, 06 secondsJoshua Feder, MD, and Mara Goverman, LCSW, have disclosed no relevant financial or other interests in any commercial companies pertaining to this educational activity.

This episode of the Networking Rx Minute with Frank Agin (http://frankagin.com) Big things can come from small talk. But what if the person we're communicating with isn't interested in small talk. Frank Agin, president of AmSpirit Business Connections explores the potential dilemma this creates.   For more great insight on professional relationships and business networking contact Frank Agin at frankagin@amspirit.com.      

How do you get every advisor on your team rowing in the same direction—without killing individuality or creativity? In this episode, Libby breaks down how multi-advisor teams can create a unified client experience that feels consistent across the firm while still giving each advisor room to shine.You'll learn how to define your firm's baseline client experience, standardize key service elements, and design flexible systems that empower every advisor to deliver with confidence. From centralizing prep and decentralizing delivery to codifying your sales process and building G1-to-G2 playbooks, this episode is packed with practical steps to help your team work smarter, not harder. I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor's YouTube Channel!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Send me a message Most agents send clients to their lenders and never see anything come back in return. That ends today.In this episode, Dustin breaks down exactly how to flip that one-way relationship into a mutually profitable partnership where your lenders also send you business.You'll learn how to set expectations, build collaboration plans, and position yourself as a true business partner - not just another agent who hands over referrals and hopes for some reciprocation.Dustin shares tactical steps for:•Reframing your lender relationships so they're mutually beneficial•Setting clear expectations upfront - MAJOR KEY!•Running co-branded marketing and events together•Asking better questions that deepen the partnership•Giving your lender *a reason* to refer you clients•Following up and communicating like a proIf you're tired of constantly sending deals one way and getting nothing back, this episode shows you how to change that dynamic and start getting more referrals from your lender partners.Mentioned in this episode:The last event I'm speaking at in 2025:

Ben Schwartz, MD, MBA, wrote an article recently, and yeah, he makes a really compelling point. Dr. Schwartz wrote, “Ultimately, the most successful care models are those that create value inherently. The goal isn't simply cost arbitrage; it's creating a sustainable system that makes value attainable. Care delivery innovation is about more than optimizing for VC [venture capital] returns or maximizing operational efficiency.” For a full transcript of this episode, click here. If you enjoy this podcast, be sure to subscribe to the free weekly newsletter to be a member of the Relentless Tribe. That mention of value and how to achieve it for real—like, actually create a care model that delivers value inherently—is a great segue to introduce the show this week. It's a continuation of our mission/margin theme, and this week, we're talking about the margin part of the “no margin, no mission” cliché. So, taking this from the top, last week—and go back and listen to that show if you have not yet (and you can listen to both of these parts in no particular order; you do you)—but last week, we talked mission. That part about value and creating value inherently? The tie-in here to mission and margin could be a value equation, really. Like, mission divided by margin is how you calculate the value delivered (less carrier spread), but that's a whole other show with Cynthia Fisher (EP457). So, let me introduce my guest this week, who was also my guest last week: Dan Greenleaf, CEO of Duly, which is a multispecialty group in Chicago. So, last week Dan and I talked mission, as I said; but today we're talking margin, which is, again, gonna be the denominator of so many value equations. Last week in that mission show, quick review (or spoiler alert, depending on the order in which you may be listening to these shows), but last week, Dan Greenleaf broke mission, Duly's mission, into four quadrants. The four quadrants of mission being affordability, access, consumer experience, and quality. In this conversation today, the margin conversation, Dan Greenleaf emphasizes that achieving these four quadrants reduces friction for patients and clinicians that leads to not only better care outcomes but also financial sustainability (ie, margin). Margin can therefore be a function of mission. And again, as Dr. Ben Schwartz put it, “Ultimately, the most successful care models are those that create value inherently.” So, here we go. To be noted with one big fat fluorescent highlighter marker, a big part of this mission that comes up over and over again last week, it's about making prices reasonable and predictable and transparent for patients. Financial toxicity is a thing. Financial toxicity not only is clinical toxicity when so many people are delaying needed care. And look, I don't often quote Marjorie Taylor Greene, but recently she was in the New York Times and was quoted as saying, “The cost of health care is killing people.” This is what we should be focusing on. I just read the other day that one-third of adults in this country are currently delaying or forgoing care due to cost. One-third! Not one-third of low income or something like that. One-third of adults in this country are delaying or forgoing care due to fear of cost. In today's world, affordability and price transparency is part of what customer experience means—not just, like, lemon water in the waiting room. This is what struck me the most about the conversation from last week. But wait. Does affordable for patients spell trouble when it comes to the margin part of the operation? Will an affordability mission wreak havoc on margin? Is this business model doomed? Is there even a successful care model that creates value inherently that is sustainable? Such a good question, which is why I ask it to Dan Greenleaf right out of the gate. So, just to sum this all up in the conversation that follows, Dan Greenleaf gets into the challenges and the strategies involved in balancing mission-driven healthcare with financial realities. Duly's approach to being fiscally solid includes, well, I'm just gonna say many of the same types of efficiency things to maintain and retain margin that other more mainstream health systems might deploy. But I'd say there's a really striking difference in the why and the how. And the impact of this why and how is striking when you look at Duly's prices and the impact it has on its overall community. So, even though it's using similar types of strategies, maybe, as big consolidated health systems or other organizations, the impact and what it all adds up to is, again, very, very different. This is what I mean. At health systems, and maybe my head is just lost in a couple of anecdotal bits of evidence right now, but I just had two conversations in the past two days with physician leaders at big health systems (different ones), but both of these individuals said variations of the same theme. And if you wanna picture the scene, picture the saddest expressions, and one of them had a martini and the other one had a big-boy glass of wine. And both of them said, Look, my organization has lost sight of patient care, but also my organization has lost sight of, like, financial goals in most parts of the organization. All I seem to do all day is play politics with a whole lot of middle managers or even senior leaders jockeying for position and having turf wars within these sprawling bureaucracies. These are just great people who are trying so hard to do the right thing and are just struggling to find the foothold to do so within their own organizations. So, let's just say it was refreshing to hear Dan Greenleaf talk about an alignment of incentives and hook the margin up with the mission train in a really tight way throughout the entire organization. And to do this really well—achieve that mission/margin alignment across the whole entire organization—Dan underscores the value of clinician involvement in leadership and having, as I just said, aligned incentives with clinical teams. Keep in mind, this is the margin show, where clinical leadership came up and the number of doctors on their board and the level of physician ownership in the organization. I'm highlighting that this is the margin show here because usually so-called dyad leadership with physicians in leadership roles only comes up in mission conversations, right? Like, in situations where somebody wants the doctor to be the defender of mission and the battle to keep the MBAs in check. And I say this as the comic book stereotype, obviously. But yeah, it's true often enough. But then we have Dan, who is thinking about clinicians who have, again, aligned incentives across the organization so you don't have your physician leaders day drinking while I'm sitting across from them finding myself quoting Sun Tzu The Art of War and helping them craft the perfect PowerPoint slide to weaponize a reorg. Honestly, in my experience, there's no better way to waste metric assloads of money than in an organization where personal power grabs start to supersede anything that smells vaguely like an organizational imperative. And again, these just big bureaucracies at many health systems … yeah, too big not to fail at this is often the way of it. Then lastly, I grilled Dan Greenleaf about capital partners and how to manage to achieve private equity (PE) funding, where there's support for a model that delivers inherent value—a model that benefits both patients and providers as well as investors. And I'm saying this, keeping all of the things that Yashaswini Singh, PhD, said in that episode (EP474) about private equity a few weeks ago. Go back and listen to that. And by the way, Dan Greenleaf in this show has roughly the same ideas as Tom X. Lee, MD (EP445), founder of One Medical and Galileo told me, and also Rushika Fernandopulle, MD (EP460), founder of Iora. Great minds think alike. So, should figuring out how to work with PE be a topic of interest, there you go. Listen to my conversation today with Dan Greenleaf and then go back and listen to those other two shows. Dan Greenleaf, CEO of Duly, my guest today, has been in healthcare for 30 years. He's a six-time CEO: three public companies and has also run three companies backed by private equity and thus very aware of the many different funding mechanisms that exist in the marketplace. This podcast is sponsored by Aventria Health Group, but I do just wanna mention that Duly offered Relentless Health Value some financial support, which we truly appreciate. So, call this episode not only sponsored by Aventria but also Duly. And with that, here is my conversation with Dan Greenleaf. Also mentioned in this episode are Duly Health and Care; Benjamin Schwartz, MD, MBA; Cynthia Fisher; Cristin Dickerson, MD; Yashaswini Singh, PhD; Tom X. Lee, MD; Galileo; Rushika Fernandopulle, MD; Vivian Ho, PhD; Scott Conard, MD; Stanley Schwartz, MD; Vivek Garg, MD, MBA; and Dave Chase. You can learn more at Duly Health and Care and follow Dan on LinkedIn. You can also email Dan at dan.greenleaf@duly.com.   Daniel E. Greenleaf is the chief executive officer of Duly Health and Care, one of the largest independent, multispecialty medical groups in the nation. Duly employs more than 1700 clinicians while serving 1.5 million patients in over 190 locations in the greater Chicago area and across the Midwest. The Duly Health and Care brand encompasses four entities—DuPage Medical Group, Quincy Medical Group, The South Bend Clinic, and a value-based care organization. Its scaled ancillary services include 6 Ambulatory Surgery Centers, 30 lab sites, 16 imaging sites, 39 physical therapy locations, and 100 infusion chairs. Its value-based care service line provides integrated care for 290,000 partial-risk and 100,000 full-risk lives (Medicare Advantage and ACO Reach). Dan has nearly 30 years of experience leading healthcare services organizations. He is a six-time healthcare CEO, including prior roles as president and CEO of Modivcare; president and CEO of BioScrip, Inc.; chairman and CEO of Home Solutions Infusion Services; and president and CEO of Coram Specialty Services. Dan graduated from Denison University with a bachelor of arts degree in economics (where he received the Alumni Citation—the highest honor bestowed upon a Denisonian) and holds an MBA in health administration from the University of Miami. A military veteran, he was a captain and navigator in the United States Air Force and served in Operation Desert Storm.   09:56 How does Dan achieve his mission given the realities of margin? 14:49 How Duly Health's approach and incentives differ from other health systems. 16:04 EP466 with Vivian Ho, PhD. 16:28 EP462 with Scott Conard, MD. 16:31 Summer Shorts episode with Stan Schwartz, MD. 17:27 EP460 with Rushika Fernandopulle, MD. 17:29 EP445 with Tom X. Lee, MD. 17:30 EP407 with Vivek Garg, MD, MBA. 18:50 How having physicians on the hospital board greatly improves margin and mission. 20:04 How Dan explains his approach to his capital partners. 22:23 Fee for service vs. institutional care.   You can learn more at Duly Health and Care and follow Dan on LinkedIn. You can also email Dan at dan.greenleaf@duly.com.   @d_greenleaf of @dulyhealth_care discusses #margin creating a path to #mission in #multispecialtycare on our #healthcarepodcast. #healthcare #podcast #financialhealth #patientoutcomes #primarycare #digitalhealth #healthcareleadership #healthcaretransformation #healthcareinnovation   Recent past interviews: Click a guest's name for their latest RHV episode! Dan Greenleaf (Part 1), Mark Cuban and Cora Opsahl, Kevin Lyons (Part 2), Kevin Lyons (Part 1), Dr Stan Schwartz (EP486), Dr Cristin Dickerson, Elizabeth Mitchell (Take Two: EP436), Dave Chase, Jonathan Baran (Part 2), Jonathan Baran (Part 1), Jonathan Baran (Bonus Episode)  

What you'll learn in this episode:How introverts can use calm energy to create instant client trustThe simple, non-salesy way to ask for the saleWhy listening more than talking helps you sell fasterThe “assumptive close” technique that seals the deal without pressureHow to build client loyalty with follow-ups and authentic relationshipsWhy confidence—not volume—is what really closes deals

When does an entrepreneur make time? How can an entrepreneur work 27 hours a day? How hard (or easy) is work-life balance? On this week's episode, Shawn & George interview Tiffanie Kellog who today (if you're listening on the day of release) releases her FOURTH self-published book, The Entrepreneur's Guide to More Free Time.  Tiffanie is the Sock-it-to-'em Success Strategist!  Since 2005, Tiffanie has been revolutionizing entrepreneurs' paths, unlocking greater wealth, freedom, and joy! As the creator of “eTiffanies” — epiphanies inspired by Tiffanie — she is known for her signature socks (over 400 pairs!), a charming southern accent, and her unique ability to inspire and empower others. Whether delivering dynamic keynote presentations, training locally and globally (often virtually), writing her next book, or leading her More Abundant Entrepreneurs community, Tiffanie loves helping people create the life they desire. With a passion for blending fun and strategy, Tiffanie helps her clients focus on achieving their goals while loving the journey. Her secret to success? Loving what she does so much that no one can tell if she's working or playing! Are you ready to sock it to your challenges, make more money, save time, and have fun? This is Tiffanie's seventh appearance on the podcast: Episode 381 (Talking about the no spend challenge) Episode 332 (Making time to crush your debt) Episode 242 (More money through masterminds) Episode 146 (13 months a year) Episode 76 (Referrals for Life) Episode 48 (Knock your socks off Speaking) Now Tiffanie is working on time management, or priority management, and how you can avoid BSO (Bright Shiney Objects) in your day.  And rather than Work/Life balance, we focus on Harmony or being "Off Balance On Purpose." You can get your copy of Tiffanie's new book or her previous three books at www.TiffanieKellog.com. And, Tiffanie is giving all of our listeners a free gift by going to this link: https://moreabundantentrepreneurs.com/moretime  Let us know if you enjoy this episode and, if so, please share it with your friends! Or, you can support the show by visiting our Patreon page: https://www.patreon.com/crushingDebt   To contact George Curbelo, you can email him at GCFinancialCoach21@gmail.com or follow his Tiktok channel - https://www.tiktok.com/@curbelofinancialcoach   To contact Shawn Yesner, you can email him at Shawn@Yesnerlaw.com or visit www.YesnerLaw.com. And please consider a donation to Pancreatic Cancer research and education by joining Shawn's team at MY Legacy Striders: http://support.pancan.org/goto/MyLegacy2026   

In this conversation, Michelle Kesil and Ren HIVE discuss the intricacies of real estate investment, focusing on community engagement, the impact of AI, and the diverse clientele they serve. They highlight their proactive approach to property management, the importance of reputation and referrals, and their commitment to advocating for both property owners and tenants. The discussion also covers investment opportunities in the Nevada market and the potential for joint ventures to facilitate entry for new investors.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Guest:Sheridan — Owner/Head Coach, SUB 60 Coorparoo.Best contact: Instagram DMs (search “Sub 60 Coorparoo”)Sheridan (owner of SUB 60 Coorparoo) breaks down the reality of launching a hybrid gym: building a true community, programming for all levels, and grinding through 8 classes a day while raising a family. We cover HYROX ambitions, why she chose versatile equipment (yes, cables in a “functional” gym), what actually drives growth (referrals), and how to “find your own sub-60” — whatever that means for you.(00:00) Intro & Sheridan's background (gymnastics → triathlon)(02:30) Parenting, kids' sport & role modelling(04:09) The spark to open a gym (community first)(05:03) Vision: hybrid training, not pigeon-holed(06:01) Not just HYROX — who SUB 60 is for(07:04) Coaching philosophy: “I actually care”(11:11) Chasing ‘sub-60' at HYROX Sydney: pressure & payoff(13:39) Why she chose one supplier & the all-black/orange look(16:17) The hardest part: coach vs owner energy, 8 classes/day(23:00) Cables in a “functional” gym & smarter regressions(24:53) Equipment rundown (sleds, rigs, ropes, space)(26:01) Expansion mindset: “this isn't the only one”(30:29) Cleanliness is a competitive advantage (and who cleans)(31:08) Community mechanics: chat groups, no cliques, all in(33:54) Opening day (30 Aug) — emotion & sold-out sessions(40:16) Referrals & paid ads; how she markets daily(48:56) Why try SUB 60: find your sub-60Connect with Mere Mortals:Website: https://www.meremortalspodcasts.com/Discord: https://discord.gg/jjfq9eGReUTwitter/X: https://twitter.com/meremortalspodsInstagram: https://www.instagram.com/meremortalspodcasts/ Connect with Mere Mortals:Website: https://www.meremortalspodcasts.com/Discord: https://discord.gg/jjfq9eGReUTwitter/X: https://twitter.com/meremortalspodsInstagram: https://www.instagram.com/meremortalspodcasts/TikTok: https://www.tiktok.com/@meremortalspodcastsValue 4 Value Support:Boostagram: https://www.meremortalspodcasts.com/supportPaypal: https://www.paypal.com/paypalme/meremortalspodcast

Brad Fisher—Executive Director of the Gahanna Area Chamber of Commerce and Owner of C Suites Executive Offices—shares how networking played a key role in his success. It all began with a single lunch meeting from a random LinkedIn connection. Contact him via https://www.csuitesoffices.com/ For more great insight on professional relationships and business networking contact Frank Agin at frankagin@amspirit.com.

When schools respond to “behavior problems” in students, the focus is often on the symptom, not the cause. Failing to look beyond the surface behavior does a disservice to students, which is why in this episode I share commentary and a clip from my conversation with Dr. Shameka Stewart on the school-to-confinement pipeline. Dr. Shameka Stewart is an Associate Professor of Communication Sciences and Disorders and the Juvenile Forensic Speech-Language Pathologist(r). Dr. Stewart is also a special education advocate trained by the Wright's Law training center. Dr. Stewart's clinical and scholarly work specializes in Juvenile Forensics, Law Enforcement Interaction with youth with CD, child language disorders, and augmentative and alternative communication (AAC). Her primary research focuses on the Confluence and Impact of cognitive and communication disorders on the school-to-confinement pipeline, status offenses, involvement with the criminal justice system, law enforcement interaction, and criminal recidivism in youth placed at-risk for delinquency and crime (especially Black and Brown youth from under-resourced areas). Dr. Stewart is also a clinically certified and licensed speech-language pathologist and is licensed to practice in Maryland, Washington, D.C., and multiple other states. Through her work, Dr. Stewart has created cutting edge social justice and juvenile justice specialty courses for graduate CSD students, nationally known training programs for law enforcement and legal counsel, and national and international CE workshops and training for licensed SLP clinicians, students, and families of children with special needs.Discussion points from this episode include: ✅The relationship between reading challenges and the school-to-confinement pipeline.✅Why “behavior problems” could be related to language processing, reading, or writing challenges.✅“They should know better”: Why we can't assume kids comprehend language in the school discipline handbook. If you're working with students in K-12 of any age, this episode is a must-listen. You can listen to the original interview with Dr. Stewart on the De Facto Leaders podcast here: EP 180: The relationship of literacy and language skills and involvement with the justice system (with Dr. Shameka Stewart) Link here: https://drkarendudekbrannan.com/ep-180-the-relationship-of-literacy-and-language-skills-and-involvement-with-the-justice-system-with-dr-shameka-stewart/You can connect with Dr. Stewart on her website here: www.juvforensicslp.comConnect with her on Instagram @drjuvenile_forensicslp (link here: http://drjuvenile_forensicslp/)Join her Facebook group SLPs 4 Juvenile Justice here: https://www.facebook.com/groups/1226771284165745/membersIn this episode, I mention Language Therapy Advance Foundations, my program that helps SLPs and other service providers create a system for language therapy. You can learn more about the program here: https://drkarenspeech.com/languagetherapy/ We're thrilled to be sponsored by IXL. IXL's comprehensive teaching and learning platform for math, language arts, science, and social studies is accelerating achievement in 95 of the top 100 U.S. school districts. Loved by teachers and backed by independent research from Johns Hopkins University, IXL can help you do the following and more:Simplify and streamline technologySave teachers' timeReliably meet Tier 1 standardsImprove student performance on state assessments

Title: This Slight Change in Approach Led to a Giant Change in Referral Results Host: Michael J. Maher Guest: Billey Dooley, U.S. Army Veteran and Realtor in Riverside, California Description: In this episode, Michael J. Maher sits down with U.S. Army veteran and California Realtor Billey Dooley to share how one simple shift in approach completely transformed his results. After being introduced to The Seven Levels of Communication by his mother-in-law, Billey joined Event Mastery and launched his first event—Coffee with Heroes—on National Ice Cream Day. What started as a fun community gathering turned into a powerhouse referral event, bringing in 149 attendees, 15 referrals, and over $9 million in potential business. Billey reveals how trusting the system, embracing creativity, and applying his military mindset helped him execute an unforgettable experience and build momentum in his business. (7L) Referral Strategies Podcast Topics: Event Mastery, Launch Party Special Offer: Last call for our Event Mastery Class! Join us at www.EventMastery.com

Join me for a fun chat with Jesse Finkelstein, my publisher at Page Two Publishing. We discuss what publishers really look for in authors and why hybrid publishing has been an excellent fit for me. Whether you're aspiring to write your own book or are simply curious about the publishing process, we have valuable insights to share. Plus, I give you the inside scoop on my upcoming book, The Referable Client Experience, and some awesome bonuses for those who grab a copy early! Resources and links mentioned in this episode can be found on the show notes page at http://www.staceybrownrandall.com/383

No doubt you want to build your network with good people. That begs the question: How can you determine who are truly the happy, enthusiastic, kind, generous, capable and emotionally stable people — and who are not? For more great insight on professional relationships and business networking contact Frank Agin at frankagin@amspirit.com.

Welcome to this episode of The Efficient Advisor, where Libby Greiwe sits down with Dr. Joshua Wilson, PhD, CMT, to explore the power of behavioral finance before a client even becomes a client. While many advisors think about behavioral finance as something that happens after onboarding, Joshua takes us deeper—into the psychology, neuromarketing, and “pre-suasion” that sets the stage for meaningful connections from the very first impression.

On this week's episode of Limited Capital, Richard McGirr interviews Gannon Coffman. Gannon shares his path from brokerage and retail development to raising capital for syndications and leading investor relations at Streamline, emphasizing how systemized processes and consistent communication create long-term investor trust. He and Richard dive into the evolution from 506B to 506C offerings, referral strategies, and creative in-person networking tactics—from investor dinners to NFL Players Association sponsorships. Gannon also reveals how leveraging virtual assistants and building repeatable frameworks can help operators scale efficiently while maintaining a high-touch investor experience. Gannon CoffmanCurrent role: Director of Operations, Alakai CapitalBased in: Chandler, ArizonaSay hi to them at: LinkedIn | https://www.alakai-capital.com/ This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you're brand new to oil and gas investing. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Podcast production done by ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Watch the full episode on our YouTube channel: youtube.com/@mreapodcastFlor de Maria McNally is the definition of leverage in action. From $300K in debt to millionaire status, she built a thriving solo real estate business, selling 120+ units a year, while raising five kids (and pregnant with #6!). In this episode, Flor reveals her exact systems, workflows, and touch models that generate over 750 referrals annually. From client intake to SmartPlans, custom birthday cards, and home anniversary gifts, she shows how to build a business that's automated but personal, and wildly profitable.Resources:How to Win Friends and Influence People by Dale CarnegieMAPS Coaching – https://mapscoaching.kw.comCommand by Keller Williams – https://technology.kw.com/commandSend Blue – https://www.sendinblue.comMailbox Power – https://www.mailboxpower.comClickUp – https://clickup.comMillionaire Real Estate Agent Podcast Notes – https://mreanotes.comOrder the Millionaire Real Estate Agent Playbook | Volume 3Become your clients' go-to Airbnb expertAirbnb has launched a Real Estate Referral Program for agents just like you. When you refer clients to list their properties on Airbnb, you not only earn a referral fee, you also gain access to localized market data that helps you stand out in your market. It's free to join, includes a quick-start webinar, and gives you real-time insights on booking trends in your area. It's a win-win-win. Sign up at mreanotes.com/airbnb and don't forget to mention you heard about it on the MREA Podcast.Connect with Jason:LinkedInProduced by NOVAThis podcast is for general informational purposes only. The views, thoughts, and opinions of the guest represent those of the guest and not Keller Williams Realty, LLC and its affiliates, and should not be construed as financial, economic, legal, tax, or other advice. This podcast is provided without any warranty, or guarantee of its accuracy, completeness, timeliness, or results from using the information.WARNING! You must comply with the TCPA and any other federal, state or local laws, including for B2B calls and texts. Never call or text a number on any Do Not Call list, and do not use an autodialer or artificial voice or prerecorded messages without proper consent. Contact your attorney to ensure your compliance.

Oral surgeons spend a lot of time focusing on getting referrals, only to lose approximately 50% of them to their competitors when they do not track them properly. Today on Everyay Oral Surgery, we welcome Dr. Tom Stone back to the show to discuss how to streamline referrals. Tuning in, you'll hear all about the incredible Dr. Tock referral tracking software, how it makes streamlining referrals more efficient, the AI software it uses, and how easy the onboarding process is. We delve into measurable improvement practices see when joining Dr. Tock, before discussing the power of leveraging technology within your medical practice. You'll even find out where you can learn more about this incredible software so be sure to press play now! Key Points From This Episode:Welcoming today's guest, Dr. Tom Stone. Why tracking referrals is so difficult within a practice. How Dr. Tock makes referral streamlining easy. Dr. Tock's intelligent AI software and how it tracks referrals. What onboarding to the software looks like for a specialist. The growth a practice can expect when using Dr. Tock. Benefits of leveraging technology to make a practice run smoothly. Links Mentioned in Today's Episode:Dr. Tom Stone on LinkedIn — https://www.linkedin.com/in/thomas-l-stone-md-dds-facs-9b387718/ Dr. Tom Stone Email — tstone5400@gmail.com Dr. Tock — https://www.drtalk.com Dr. Roger Levin on LinkedIn — https://www.linkedin.com/in/roger-levin-69ab744/ Everyday Oral Surgery Website — https://www.everydayoralsurgery.com/ Everyday Oral Surgery on Instagram — https://www.instagram.com/everydayoralsurgery/ Everyday Oral Surgery on Facebook — https://www.facebook.com/EverydayOralSurgery/Dr. Grant Stucki Email — grantstucki@gmail.comDr. Grant Stucki Phone — 720-441-6059

Who actually wins when the pet care industry gets bigger, noisier, and more competitive? We break down how the market has matured, why growth feels harder, and why the old “post on Facebook and wait” playbook no longer works. We introduce three market layers—generic/basic, niche/specialized, and high-end/boutique—and explain how our choices determine the effort and spend it takes to get clients. We share practical tactics like building referral engines, forging one-to-one partnerships with vets, trainers, and boutiques, and crafting high-touch client experiences. Most importantly, we show how clarity about who we serve beats trying to be everywhere at once Main topics: Industry maturity & shifting playbook Three service layers explained Client experience as differentiator Referrals and partnership strategies Avoiding burnout through clarity Main takeaway: “Where you choose to compete determines the effort and money needed to get clients.” If you're fighting for attention in the same crowded “anyone can do it” space, you'll pay more—in dollars and energy. Pick your lane: generic, niche, or boutique. Then design everything—from intake to follow-up—around that choice and the client you serve best. Partnerships, referrals, and a high-touch experience compound when your positioning is crystal clear. Stop trying to be everywhere; be unmistakable to the right people. Links: Check out our Starter Packs See all of our discounts! Check out ProTrainings Code: CPR-petsitterconfessional for 10% off

Finding the right senior living community can be overwhelming for families and challenging for operators. In this episode of Bridge the Gap, returning guest David Hopkins, owner of Assisted Living Locators, shares how his placement services approach connects seniors with communities that truly fit their needs, builds trust between families and operators, and streamlines the decision-making process.Sponsored by Aline, NIC MAP, Procare HR, Sage, Hamilton CapTel, Service Master, The Bridge Group Construction and Solinity. Produced by Solinity Marketing.Become a sponsor of the Bridge the Gap Network.This episode was recorded at the 2025 FSLA conference.Connect with BTG on social media:YouTubeInstagramFacebookTwitterLinkedInTikTokMeet the Hosts:Lucas McCurdy, @SeniorLivingFan Owner, The Bridge Group Construction; Senior Living Construction Renovation, CapEx, and Reposition. Joshua Crisp, Founder and CEO, Solinity; Senior Living Development, Management, Marketing and Consulting.

Referrals are powerful but what happens when they dry up? In this episode, Emma explores how founders can mitigate risk in their businesses by shifting from dependency on word-of-mouth to building a strong, sustainable social media presence. Every business, whether it's product-based or service-driven, faces risk when it comes to lead generation. While networking, events, and referrals remain valuable, they shouldn't be the only sources of growth. Emma highlights why relying solely on personal connections puts your time and business health at risk, and how social media can serve as your 24/7 partner in building trust, nurturing audiences, and expanding visibility. Social media doesn't just attract new clients. It also supports referrals by reinforcing credibility when prospects research your brand online. By the end of this episode, you'll see how social media marketing can be the key to protecting your pipeline and scaling with confidence. Listen in as Emma explains: The dangers of relying solely on referrals for lead generation How social media nurtures, attracts, and validates leads Why a strong digital presence doubles your growth opportunities And so much more!   Connect with Ninety Five Media: Website Instagram  Need Support with Your Podcast? We've got you covered  Book a Strategy Intensive Call with Emma for a custom marketing plan for your brand: strategyintensivecall.co   Book a call to explore our social media management services for your business! ninetyfivemedia.co/book-a-call

Truck driver Justin C. joins Travis to talk about his experience with Roehl. Justin is a refrigerated driver in our national fleet, and he's referred many, many drivers to Roehl. Justin explains his process, including why he recommends Roehl and how it benefits him and our company.

When you can do a lot of things in your consulting business, it's hard to know where to focus, and even harder to say no to what doesn't feel good. In this episode, Leah talks with consultant Summer Miller about getting clear on what she really wants to offer, pricing work based on its true lift, and designing a business that delivers both impact and warm fuzzies. If you've been saying “yes” too often, this one's for you. --- When you're ready to break through to the next revenue level in your consulting business, here are three ways I can help you. 1. Connect with me on LinkedIn for weekly insights on landing better clients and charging for the value you deliver. 2. Get your copy of my Referrals on Repeat guide, and learn five strategies you can implement straight away to take control of the referral process and attract more of the right inquiries – no more sitting around hoping they'll happen. Get your free copy at smartgetspaid.com/referrals 3. Build a repeatable sales and marketing system that gets you better clients, better rates, and less stress in your consulting business. If you're ready to stop leaving your success to chance, learn the proven system women consultants are using to attract ideal clients consistently and get paid for their value. Plus, you'll get help from me and my team every step of the way. If you've been in business for at least two years, you're making at least $120k, and you want to implement a system that's designed specifically for B2B consulting businesses, email team@smartgetspaid.com with "BREAKTHROUGH" in the subject line and I'll get you the details.  

In this conversation, Shayanne shares her journey in the competitive real estate market, emphasizing the importance of networking, resilience, and effective communication. She discusses her experiences with challenges in real estate transactions and highlights the role of social media, particularly LinkedIn, in her success. Shayanne also expresses her aspirations to expand her services and the significance of podcasting as a networking tool.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Ever feel like your calendar just keeps getting fuller—no matter how many systems you create? In this episode, Libby Greiwe shares the real math behind your schedule and how saying “yes” too often can quietly subtract from your energy, focus, and joy. She walks you through practical ways to protect your time, create boundaries, and make decisions that align with your goals instead of your guilt.In this episode, you'll learn:Why advisors are great at financial math but often fail at “calendar math”How to pause before saying yes and evaluate what you'll need to subtractPractical ways to politely decline opportunities while maintaining relationshipsHow to set boundaries that protect your time, energy, and family commitmentsWhy honoring your limits isn't selfish—it's an act of stewardshipAt the end of the day, your best “yeses” are the ones that align with your priorities. This episode is a refreshing reminder that saying “no” more often can actually be the most empowering step toward a business and life you love.Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Jess Ross had an aha moment inside the eXp culture — and it changed everything. Now she's scaling her production to 110 deals in 2025 while proving the power of proximity.”In this Wolfpack Way interview, I sit down with Jess Ross, a Realtor who turned her goals into dreams achieved.Jess shares the exact moment she realized that who you surround yourself with matters most — and how the proximity, mentorship, and collaboration inside the Wolfpack and eXp culture gave her the clarity to scale.You'll learn:The enlightening moment inside eXp that shifted Jess's mindsetHow proximity and culture fueled her growthWhy she's still production-focused — and now aiming for 110 deals in 2025The confidence she built to lead and collaborate with top-level agentsHow the Wolfpack community creates both growth and freedomIf you've ever wondered whether you're in the right room with the right people, this conversation will show you why proximity is the ultimate play.Jess Ross's IG: @jessross_re

In this episode of The Loan Officer Marketing Podcast, host Chris Johnstone sits down with Frank Garay to uncover one of the biggest breakthroughs in mortgage marketing — how A.I. and ChatGPT are now recommending local loan officers directly to consumers.   Chris reveals how loan officers can position themselves to be recommended by A.I., the same way top producers once dominated Google reviews and rankings. This conversation is packed with practical insights, examples, and real success stories from the front lines of this A.I. revolution.   Key Takeaways:   From Google to A.I. Search: Why consumers are shifting from Google searches to A.I. assistants like ChatGPT and Grok — and how that impacts your mortgage business. How to Train A.I. to Recommend You: The simple steps to “teach” A.I. that you're the expert in your loan niche so it confidently refers borrowers to you. Real Success Stories: How top-ranked loan officers are already receiving fully completed mortgage applications directly from A.I. referrals.   Listen to the full episode now to learn how to get A.I. to recommend you as the go-to lender in your market.

Tune in to our weekly LIVE Mastermind Q+A Podcast for expert advice, peer collaboration, and actionable insights on success in the Probate, Divorce, Late Mortgage/Pre-Foreclosure, and Aged Expired niches! Today's episode of the All The Leads Mastermind Podcast unwraps how to use the holiday season as a springboard for your 2026 success. Tim and the team introduce the new Holiday Marketing Guide, designed to help agents plan multi-touch campaigns that are thoughtful, timely, and community-driven. Alyssa walks through creative ideas for every niche (probate, divorce, late mortgage, etc.) emphasizing compassionate, professional messaging that shows care without pushing for sales. From co-branded community events and personalized cards to simple, heartfelt gestures like pumpkin bread deliveries, the team highlights how authenticity builds lasting goodwill. Listeners learn how to combine direct mail, digital touches, and personal outreach for maximum impact, plus how early planning keeps you ahead of the competition when others go quiet. The coaches share proven tips, from seasonal recipe cards to co-sponsoring local events, reminding agents that showing up during the holidays isn't just festive, it's foundational. Tune in to discover how consistent, thoughtful touches now can set up a strong first quarter and keep your name top of mind well into the new year. Key Takeaways Plan early: Start holiday marketing before the rush to stay ahead and avoid last-minute stress. Be thoughtful, not salesy: Focus on care, empathy, and value—especially with sensitive audiences like probate or divorce leads. Use a multi-channel approach: Combine mail, email, social, and personal touches for maximum visibility and connection. Co-brand locally: Partner with attorneys, service providers, or community businesses to share costs and expand reach. Personalize your touches: Handwritten notes, small gifts, or even a simple recipe can leave a lasting impression. Show up in your community: Sponsor events, deliver treats, or host small gatherings to build genuine relationships. Think long game: Consistent, compassionate holiday marketing sets the stage for strong Q1 momentum and future referrals.  To learn more, visit https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market.   #HolidayMarketing #RealEstateMarketing #LeadGeneration #CommunityOutreachPrevious episodes: AllTheLeads.com/probate-mastermindInterested in Leads? AllTheLeads.comJoin Future Episodes Live in the All The Leads Facebook Mastermind Group:  https://facebook.com/groups/alltheleadsmastermindBe sure to check out our full Mastermind Q&A Playlist  Support the show

Chris Redd shares how seeking genuine connections inspired him to co-create Network N' Chill, a purpose-driven networking experience, and co-author Beyond the Handshake. Learn more and get the book at https://www.rheddorick.com/ For more great insight on professional relationships and business networking contact Frank Agin at frankagin@amspirit.com.

The first few weeks of school are often a blur of class schedules, new faces, and back-to-school energy—but they're also the time when every referral seems to come in at once.In this episode, I'm breaking down how to handle that wave of requests without losing your mind (or your lunch break). You'll learn how to triage like a pro, set healthy boundaries with staff, and create systems that save your future self a ton of time and stress.What you'll learn in this episode:Why referral overload is actually a good sign (and how to manage it)Carol's 3-T Triage System: Time-Sensitive, Tiered, and TransparentHow to streamline referrals with a Google FormWhat to say instead of “That's not my job” (without burning bridges)Why your language matters when setting boundariesA simple way to track referrals for data and advocacyEncouragement for Counselors:You don't have to do it all at once. You just need a system, a plan, and permission to pause. Triage your time. Lead with heart. And remember—you're not behind, you're building something sustainable.Grab the Show Notes: Counselingessentials.org/podcastJoin Perks Counseling Club Membership and get the lessons, small group and individual counseling materials you need. Join now and get your first month free when you sign up for 3 months!Connect with Carol:TpT StoreCounseling Essentials WebsiteInstagramFacebookElementary School Counselor Exchange Facebook GroupCaught In The Middle School Counselors Facebook GroupHigh School Counselor Connection Facebook GroupMentioned in this episode:Perks Membership

Title: This System Got 83 Referrals in 2 Hours Host: Michael J. Maher Guest: Shpresa Biongo, REALTOR® – Fathom Realty, Cary, NC Description: In this inspiring episode, Michael J. Maher interviews Shpresa Biongo, a rising star REALTOR® from Raleigh, North Carolina, who turned her very first client event into a massive success story—83 referrals and 10 new real estate clients in just 2 hours! Shpresa walks us through how she implemented Michael's Event Mastery System, step by step—from choosing the right venue to building excitement, securing sponsors, and collecting referrals before the event even started. She shares how a simple Ice Cream Social became a powerful community-connection event that grew her database, strengthened relationships, and brought in new business. You'll also hear how Shpresa is already applying what she learned to her next event—a community yard sale that's drawing huge local interest and creating even more real estate conversations. Michael and Shpresa discuss what it takes to shift from a scarcity mindset to an abundance mindset, why “done is better than perfect,” and how following the Event Mastery blueprint can transform your business faster than you ever thought possible. (7L) Referral Strategies Podcast Topics: Event Mastery Special Offer: Event Mastery Class starts TODAY! Join us at www.EventMastery.com

In this episode, I sit down with Sally Reddy, a tax controversy attorney. She shares her journey of starting her own law firm and the importance of building trust through referrals. Discover the importance of referrals in Sally's practice, particularly in the sensitive field of tax law, where trust is paramount. Hear her experiences, the challenges she faced, and the valuable insights she gained about creating a referable client experience that encourages referrals. Resources and links mentioned in this episode can be found on the show notes page at http://www.staceybrownrandall.com/382

A vital component of effective networking and relationship building is being memorable. You need to etch yourself—what you do and what serves to advance you—into the minds of others. This episode shares how to make that happen and is based on an article by John Millen. See https://tinyurl.com/mrxv34pb. For more great insight on professional relationships and business networking contact Frank Agin at frankagin@amspirit.com.

As financial advisors, we're always evolving—new processes, new services, new team members, and even new ways of engaging with clients. But while your newest clients experience your polished onboarding process, your long-term clients may still be operating under the “old rules.” That's where re-onboarding comes in. In this episode, we dive into how to reintroduce your long-standing clients to your current practice in a way that feels natural, client-centered, and value-driven.What you'll learn in this episode:Why re-onboarding is essential to keeping long-term clients aligned with your evolving practiceHow to introduce re-onboarding without it feeling awkward or forcedPractical strategies for resetting expectations, updating processes, and reinforcing valueWays to tie re-onboarding to housekeeping tasks that strengthen client relationshipsHow re-onboarding can open the door to referrals and reinforce your positioning as an advisorRe-onboarding doesn't need to be complicated—it's a simple but powerful tool for reinforcing your value, realigning client expectations, and making sure everyone experiences the best version of your practice today. Tune in and discover how to use re-onboarding as a lever for growth and stronger client relationships.Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Health insurance or health cost-sharing—which is the better fit for your family? With open enrollment upon us, it's the perfect moment to explore your choices. Joining me today is Lauren Gajdek to highlight the key differences between health insurance and health cost-sharing.Lauren Gajdek is the Senior Director of External Affairs at Christian Healthcare Ministries (CHM), an underwriter of Faith & Finance. The Landscape of Traditional Health InsuranceOpen enrollment season is right around the corner—running from November 1 through January 15, 2026. For most people, that means navigating the world of traditional health insurance. These plans typically require you to select doctors and specialists within a designated provider network, often necessitating referrals or pre-authorization before receiving care.While insurance companies provide coverage, their structure can come at a high cost. Premiums and deductibles are often steep, and because insurers operate for profit, patient care and affordability don't always align. For many families, this creates a significant financial burden.How Health Cost Sharing Is DifferentHealth cost-sharing ministries, such as CHM, offer a unique alternative. The end result is the same—your medical bills are taken care of—but the process looks very different.No provider networks: Members are free to choose their own doctors and hospitals.Nonprofit model: Unlike insurance companies, CHM is a ministry. Members send in a set monthly contribution, which is pooled together to reimburse medical costs.Community approach: Instead of being absorbed into a bureaucratic system, members know that their contributions directly help fellow believers in need.Since its founding, CHM has facilitated over $10 billion in shared medical bills.How Does Health Cost-Sharing Work?Here's how it works for a typical family:Choose your provider. Members can see any doctor or hospital as long as the treatment fits CHM's guidelines.Identify as self-pay. This allows members to receive significant discounts often, sometimes as high as 40%.Submit bills to CHM. The ministry coordinates with providers as needed. In the meantime, members may set up a temporary payment plan until reimbursement arrives.The process is straightforward, designed to give families peace of mind while also offering flexibility and savings.What to Keep in Mind During Open EnrollmentWhen weighing your options, consider more than just the monthly premium. Ask:How much am I actually paying out-of-pocket after deductibles, co-pays, and coinsurance?Will my coverage travel with me if I go out of state—or out of the country?With CHM, members don't face co-pays or coinsurance, and qualifying medical bills are shared 100% according to ministry guidelines. Additionally, portability makes it an appealing option for families who want flexibility, regardless of where life takes them.A Biblical Approach to HealthcareAt its core, CHM is more than a healthcare solution—it's a ministry. Members not only share medical expenses but also pray for one another and receive prayer support in return. Every monthly contribution is a gift that directly helps another member in need.CHM reflects biblical principles of bearing one another's burdens while providing a practical, affordable path to healthcare.To explore whether health cost sharing is right for your family this open enrollment season, visit CHMinistries.org/Faith.On Today's Program, Rob Answers Listener Questions:I'm refinancing my home and am unsure whether I should roll the closing costs into the new loan or pay them from my investments or retirement accounts. Rolling them into the loan would lower my monthly payment, but is that the wisest choice financially—and biblically?Could you explain where the funds actually come from with a reverse mortgage, who technically owns the home in this arrangement, and whether the FHA backs the loan?My wife and I recently took a required minimum distribution from her IRA and made a qualified charitable distribution to our church. They told us it wasn't tax-deductible and wouldn't issue a receipt. What does the IRS actually require in this situation?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)Christian Healthcare Ministries (CHM)Understanding Reverse: Simplifying the Reverse Mortgage by Dan HultquistWisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

If you're in a UX job search and wondering, “Is it just me, or is UX hiring slower than ever?” you're not imagining it. In this episode, we chat with Heather Cassar, VP of People at Narmie (a fintech startup) who brings 15+ years of experience leading hiring, people strategy, and global team growth at companies like Cash App, Uber, Block, and more. Heather brings first hand experience about what's actually happening in UX and Product hiring, on both the startup and enterprise side.In our conversation, we dig into why companies may take longer to hire, what's changing in how hiring decisions are made, and what UX candidates can do to stand out, even when it feels like you're sending resumes into a void.Whether you're actively applying or quietly watching the market, this episode will give you perspective and relief. Heather breaks down what's happening behind the scenes of hiring pipelines right now and reminds us: just because it's taking longer doesn't mean you're doing it wrong. There are still ways to stand out, you just need a UX job search strategy that reflects the reality of today's job market.Topics discussed:Why it now takes 12+ weeks (or more) to hire for UX rolesWhat's causing hesitation on both sides of the hiring tableHow candidate caution is slowing down the top of the funnelWhy Heather says contract roles are NOT a red flag, and can lead to full-timeWhat hiring managers actually look for in resumes and portfoliosTips for standing out even when the job market feels saturatedThe value of clarity, connection, and showing real outcomesHow to tell your story without overselling or downplaying your experienceTimestamps:00:00 – Intro & about Heather's background00:45 – Why UX hiring feels “wild” right now04:00 – What's slowing down the hiring process from the company side06:30 – The return of more rigorous headcount approval07:15 – Why candidates are hesitant to even take recruiter calls08:30 – The emotional risk of leaving one “meh” job for another09:15 – Are contract roles bad? Heather's surprising take10:30 – Why contract roles aren't a red flag to hiring managers11:30 – What companies actually want to see on a resume12:30 – The importance of storytelling over perfection13:45 – How Heather screens for “intentionality” in candidates15:00 – The challenge of employer branding at smaller companies16:10 – Why “unicorn” job descriptions confuse candidates17:20 – Heather's thoughts on AI-generated portfolios and resumes18:30 – Referrals vs. cold applications: which one matters more?19:45 – Heather's take on design exercises and case studies22:30 – Why clarity + connection beats overly polished language25:15 – Common mistakes candidates make in storytelling28:45 – How to stay confident during a slow job search34:10 – Heather's advice to mid-career UX pros feeling stuck40:25 – Closing thoughts & where to connect with Heather

What you'll learn in this episode:Why consistency is the single most important factor in lead generationThe “commit or quit” mindset shift every salesperson needsHow to choose between marketing, prospecting, and networkingThe real costs of generating leads (time, money, or both)Why 18 months is the magic number for predictable successHow to scale and diversify your lead sources as your business growsWatch the Video Tutorial Here: https://youtu.be/c_7lP7npqrU 

Send us a textIn this episode, I share why relying on cold pitching alone is not a sustainable way to build your freelance writing business. While cold outreach can still land clients, it often leads to burnout, frustration, and minimal returns. Instead, I offer alternative strategies that attract clients to you through trust, visibility, and value-driven outreach.Why Cold Pitching Isn't EnoughCold pitching takes time and emotional energy with no guaranteed response.Spam filters and ignored inboxes make results unreliable.It can lead to self-doubt and burnout if it's your only strategy.3 Alternative Ways to Find Freelance Writing Clients1. Referrals from Your Network2. Increase Visibility on LinkedIn3. Share Value First Through ContentKey TakeawaysCold pitching still works, but it should be just one part of your client strategy.Building trust and visibility attracts higher-quality, long-term clients.You don't need to hustle all day—choose one channel and start showing up with purpose.The best clients aren't always on job boards; they're in your network or silently watching your content.Next StepsChoose one strategy to implement this week—referrals, LinkedIn engagement, or a content lead magnet.Create one trust-building piece of content.Tell your network you're taking on new clients.You don't need to chase every opportunity. A well-built system brings the right clients to you.Welcome to the Savvy Scribe Podcast, I'm so glad you're here! Before we start the show, if you're interested, we have a free Facebook group called "Savvy Nurse Writer Community"I appreciate you following me and listening today. I would LOVE for you to subscribe: ITUNESAnd if you love it, can I ask for a

What you'll learn in this episode:Why consistency is the single most important factor in lead generationThe “commit or quit” mindset shift every salesperson needsHow to choose between marketing, prospecting, and networkingThe real costs of generating leads (time, money, or both)Why 18 months is the magic number for predictable successHow to scale and diversify your lead sources as your business grows

The pros agree that too many entrepreneurs (both new and experienced) are far too obsessed with new customer acquisition strategies and woefully unconcerned with retaining the customers they already have. Dan Kennedy and Shaun Buck, co-authors of the No B.S. Guide To Maximum Referrals and Customer Retention, get to the root of why it's so difficult for business owners to commit time and energy towards obtaining customer referrals and boosting retention, while also providing their personal list of best practices for improving relationships with current customers so that they stick around longer and happily give more referrals than you ever thought possible. MagneticMarketing.com NoBSLetter.com

This episode of the Networking Rx Minute with Frank Agin (http://frankagin.com) You might not like walking into a roomful of strangers, but inside every networking events is a treasure trove of opportunity. In this episode Frank Agin, president of AmSpirit Business Connection, shares how to make the most of networking opportunities.   For more great insight on professional relationships and business networking contact Frank Agin at frankagin@amspirit.com.      

Looking to make your client experience stand out this holiday season?

What you'll learn in this episode:Why consistency is the single most important factor in lead generationThe “commit or quit” mindset shift every salesperson needsHow to choose between marketing, prospecting, and networkingThe real costs of generating leads (time, money, or both)Why 18 months is the magic number for predictable successHow to scale and diversify your lead sources as your business grows

What you'll learn in this episode:Why prospecting is the lifeline of predictable incomeHow to use cold outreach effectively (without breaking compliance rules)The overlooked power of referrals and testimonialsHow local events and sponsorships expand visibilityWhy reviews and customer feedback are powerful sales toolsHow to create strategic alliances that consistently feed new clientsWhy committing to prospecting is the only way to avoid broke months

Did you like this episode? Dislike it? ✨ Many lawyers assume referrals will come just from doing great work — but that's only part of the story. In this episode, Mike and Fanny reveal why your network forgets you faster than you think, and how consistent nurturing can dramatically multiply your referrals. If you've ever wondered why you aren't getting as many introductions as you should, this conversation will show you how to fix it.

Title: How a Summer Soirée Turned Into $50K+ in Business Host: Michael J. Maher Guest: Susan Apley-Salituri Description: Can one event really transform your business? Today's guest, Fort Lauderdale Realtor Susan Apley-Salituri, proves that it can. After completing the Event Mastery program, Susan hosted her Summer Social Soirée—a simple but strategic networking event that not only created buzz in her community but also generated over $50,000 in commission. With just $567 in expenses, 8 sponsors to help offset costs, and nearly two dozen attendees, Susan shows how powerful events can be when executed the Event Mastery way. (7L) Referral Strategies: Event Mastery Special Offer: Want to create your own referral-generating event like Susan's Summer Social Soirée? Join the next Event Mastery class starting October 7th and learn step-by-step how to plan, host, and maximize your own unforgettable events. Register now at www.EventMastery.com